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Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


More to explore:

Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    C

    Coursera

    Project Status Reports with AI

    Skills you'll gain: Business Reporting, Dashboard, Stakeholder Communications, AI Enablement, Strategic Decision-Making, Project Coordination, Project Management, Risk Management

    Beginner · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Como modernizar sites com a IA generativa no Google Cloud

    Skills you'll gain: Generative AI, AI Personalization, Prompt Engineering Tools, AI Enablement, Web Content, Web Analytics and SEO, Google Cloud Platform, User Experience, Web Development

    Beginner · Course · 1 - 4 Weeks

  • U

    University of Illinois at Urbana-Champaign

    Mergers & Acquisitions Graduate Certificate

    Skills you'll gain: Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Machine Learning Algorithms, Business Strategy, Risk Management, Financial Auditing, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Generative AI, Financial Market, Statistical Inference, Strategic Decision-Making

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • U

    University of Illinois at Urbana-Champaign

    Accounting Foundations Graduate Certificate

    Skills you'll gain: Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Machine Learning Algorithms, Business Strategy, Risk Management, Financial Auditing, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Generative AI, Financial Market, Statistical Inference, Strategic Decision-Making

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • U

    University of Illinois at Urbana-Champaign

    Master of Science in Management | iMSM

    Skills you'll gain: Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Machine Learning Algorithms, Business Strategy, Risk Management, Financial Auditing, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Generative AI, Financial Market, Statistical Inference, Strategic Decision-Making

    Earn a degree

    Degree · 1 - 4 Years

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Standardize Team Ceremonies for Success

    Skills you'll gain: Project Documentation, Strategic Communication, Procedure Development, Constructive Feedback, Business Communication, Process Improvement, Operational Efficiency, Discussion Facilitation, Continuous Improvement Process, Change Management

    Beginner · Course · 1 - 4 Weeks

  • G

    Google Cloud

    Networking in Google Cloud: Fundamentals - 日本語版

    Skills you'll gain: Virtual Networking, Network Monitoring, Google Cloud Platform, Network Troubleshooting, Computer Networking, Network Infrastructure, Network Performance Management, Virtual Machines, Network Analysis, Load Balancing

    Intermediate · Course · 1 - 3 Months

  • G

    Google Cloud

    Networking in Google Cloud: Fundamentals - Português Brasileiro

    Skills you'll gain: Virtual Networking, Network Monitoring, Google Cloud Platform, General Networking, Network Troubleshooting, Network Performance Management, Network Administration, Service Level, Public Cloud, Network Analysis, Virtual Machines

    Intermediate · Course · 1 - 3 Months

  • U

    University of Illinois at Urbana-Champaign

    Graduate Certificate in Taxation

    Skills you'll gain: Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Machine Learning Algorithms, Business Strategy, Risk Management, Financial Auditing, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Generative AI, Financial Market, Statistical Inference, Strategic Decision-Making

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • U

    University of Illinois at Urbana-Champaign

    CPA Pathways Graduate Certificate

    Skills you'll gain: Data Storytelling, Management Accounting, Fund Accounting, Operations Management, Mergers & Acquisitions, Financial Statement Analysis, Credit Risk, Marketing, Machine Learning Algorithms, Business Strategy, Risk Management, Financial Auditing, Revenue Recognition, Variance Analysis, Entrepreneurship, Data Governance, Generative AI, Financial Market, Statistical Inference, Strategic Decision-Making

    Credit offered

    Graduate Certificate · 6 - 12 Months

  • Status: Free Trial
    Free Trial
    M

    Microsoft

    Strategic PM using GenAI for Account Managers

    Skills you'll gain: Microsoft Copilot, Account Management, Content Management, Microsoft 365, Process Optimization, Generative AI Agents, Process Development, Strategic Thinking, Project Management, Business Process, AI Enablement, Responsible AI, Stakeholder Management

    Advanced · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Event Video & Social Media Experience Design in Canva

    Skills you'll gain: Canva (Software), Event Marketing, Event Management, Social Media Content, Promotional Strategies, Content Creation, Social Media Marketing, Content Marketing, Drive Engagement, Social Media Campaigns, Branding, Video Production, Storytelling, Promotional Materials, Interactive Design, Animations

    Beginner · Course · 1 - 4 Weeks

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In summary, here are 10 of our most popular financial planning courses

  • Project Status Reports with AI: Coursera
  • Como modernizar sites com a IA generativa no Google Cloud: Google Cloud
  • Mergers & Acquisitions Graduate Certificate: University of Illinois at Urbana-Champaign
  • Accounting Foundations Graduate Certificate: University of Illinois at Urbana-Champaign
  • Master of Science in Management | iMSM: University of Illinois at Urbana-Champaign
  • Standardize Team Ceremonies for Success: Coursera
  • Networking in Google Cloud: Fundamentals - 日本語版: Google Cloud
  • Networking in Google Cloud: Fundamentals - Português Brasileiro: Google Cloud
  • Graduate Certificate in Taxation: University of Illinois at Urbana-Champaign
  • CPA Pathways Graduate Certificate: University of Illinois at Urbana-Champaign

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